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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,427 | $87,132-47.9% | $105,624-57.0% | $80,959-43.9% |
| Participation rate | 57.9% | 70.4%-12.5pp | 75.3%-17.4pp | 67.7%-9.8pp |
| Annual return | 9.63% | 17.03%-7.4pp | 116.20%-106.6pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,530 | $3,985-61.6% | $5,013-69.5% | $4,300-64.4% |
| Admin fee / account holder | $30,249 | $8,449+258.0% | $10,961+176.0% | $6,925+336.8% |